AIL
WTM icon

AGF Investments LLC’s White Mountains Insurance WTM Stock Holding History

AGF Investments LLC’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.58M Buy
1,214
+332
+38% +$430K 0.15% 80
2022
Q2 		$1.1M Buy
882
+25
+3% +$29K 0.1% 33
2022
Q1 		$974K Sell
857
-1
-0.1% -$1.05K 0.08% 69
2021
Q4 		$870K Buy
858
+310
+57% +$327K 0.07% 100
2021
Q3 		$586K Sell
548
-132
-19% -$147K 0.06% 174
2021
Q2 		$781K Buy
680
+146
+27% +$170K 0.08% 54
2021
Q1 		$595K Sell
534
-191
-26% -$214K 0.07% 198
2020
Q4 		$725K Sell
725
-809
-53% -$761K 0.09% 217
2020
Q3 		$1.2M Buy
1,534
+279
+22% +$241K 0.13% 202
2020
Q2 		$1.11M Buy
1,255
+501
+66% +$452K 0.11% 241
2020
Q1 		$686K Sell
754
-36
-5% -$37.3K 0.09% 189
2019
Q4 		$881K Buy
790
+364
+85% +$397K 0.16% 211
2019
Q3 		$460K Buy
426
+126
+42% +$134K 0.11% 273
2019
Q2 		$306K Buy
300
+65
+28% +$62.5K 0.06% 308
2019
Q1 		$217K Buy
235
+85
+57% +$77K 0.05% 300
2018
Q4 		$129K Buy
+150
New +$134K 0.02% 373
2017
Q4 		– Sell
-50
Closed -$43K – 827
2017
Q3 		$43K Hold
50
– – 0.01% 313
2017
Q2 		$44K Buy
50
+10
+25% +$8.68K 0.01% 346
2017
Q1 		$36K Buy
+40
New +$35.8K 0.01% 310

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

AGF Investments LLC's WTM Position: Q3 2022 in Review

AGF Investments LLC increased its White Mountains Insurance (WTM) stake by 38% in Q3 2022, buying an estimated $430K and bringing the position to 1,214 shares worth $1.58M. The position accounts for 0.15% of the portfolio, ranked #80.

AGF Investments LLC first reported a position in WTM in Q1 2017 and has held it in 19 quarters since. 252 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

  • AGF Investments LLC held 1,214 shares of White Mountains Insurance worth $1.58M as of Q3 2022.
  • AGF Investments LLC bought 332 White Mountains Insurance shares in Q3 2022, an estimated $430K.
  • White Mountains Insurance made up 0.15% of AGF Investments LLC's portfolio in Q3 2022, its #80 holding.
  • AGF Investments LLC first reported a position in White Mountains Insurance in Q1 2017 and has held it in 19 quarters since.
  • 252 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.